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  • Disney's Animation Moat Stays as Wide as Ever [View article]
    I'm not averse to hearing a DIS pitch, but let's be honest: the pitch for DIS can't be that digital animation gives DIS a moat against competition.
    jadedconsumer.blogspot...

    Look at the new competitors, including Pixar, which so overtook the field DIS had to buy it to remain credible. Brother Bear? Please!

    As I read your piece, I see you describing a trade thesis to $40-$50, not an investment thesis for the decades. You might have a trade, but I don't think you have an investment with a moat against competition.
    Aug 07 03:11 am |Rating: 0 0 |Link to Comment
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